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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,040 |
SIGMA FINANCIAL CORPORATION11+ years Service code 55 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Other Commissions | $3,142 |
EMPOWER ADVISORY GROUP, LLC2 years Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27 |
15 funds of $250K or more; 32 lines in all, holding $10.2M of the plan's $10.4M. From the 2025 filing. Recordkeeper: Empower.
| Fund | Dollars | % of funds% |
|---|---|---|
| Day One Incomeflex Target Balanced Fund Manager not matched · Mutual fund | $2.9M | 28.5% |
| Guaranteed Income Fund Manager not matched · Insurance contract | $954K | 9.3% |
| Eupac Fund Class R-3 Capital Group · Mutual fund Possible retail class R3 | $690K | 6.7% |
| Large Cap Growth III Fund (AmerCentury) Manager not matched · Mutual fund | $566K | 5.5% |
| Empower Aggressive Growth Fund SA Empower · Mutual fund Recordkeeper's own fund | $527K | 5.1% |
| Large Cap Value/lsv Asset Management Fund LSV Asset Management · Mutual fund | $433K | 4.2% |
| Dryden S&P 500 Index Fund (IS Platform) Manager not matched · Mutual fund Index | $423K | 4.1% |
| Growth Fund OF America Class R-3 Capital Group · Mutual fund Possible retail class R3 | $412K | 4.0% |
| Pgim Q.S. U.S. Broad Mkt Index (IS Pltfrm) Prudential (PGIM) · Mutual fund Index | $378K | 3.7% |
| SA/Invesco Global Strategy Fund Invesco · Mutual fund | $355K | 3.5% |
Added 10 funds.
| Fund | Year-end value |
|---|---|
| AddedDay One Incomeflex Target Balanced Fund | $2.9M |
| AddedLarge Cap Growth III Fund (AmerCentury) | $566K |
| AddedEmpower Aggressive Growth Fund SA | $527K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 4 stable value or insurance lines, 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.